Cambridge Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

Cambridge Advisors’s Portfolio DEED Stock Details DEED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-57,594	Closed	-$1.23M	–	165
2023 Q2	$1.23M	Buy	57,594 +129	+0.2%	+$2.78K	0.31%	54
2023 Q1	$1.25M	Buy	57,465 +119	+0.2%	+$2.57K	0.32%	52
2022 Q4	$1.21M	Sell	57,346 -1,180	-2%	-$25K	0.32%	51
2022 Q3	$1.26M	Sell	58,526 -4,018	-6%	-$91.2K	0.36%	44
2022 Q2	$1.42M	Sell	62,544 -7,703	-11%	-$179K	0.39%	41
2022 Q1	$1.7M	Sell	70,247 -2,336	-3%	-$58.3K	0.4%	34
2021 Q4	$1.86M	Buy	72,583 +1,891	+3%	+$48.8K	0.42%	31
2021 Q3	$1.83M	Buy	70,692 +5,717	+9%	+$149K	0.45%	32
2021 Q2	$1.69M	Buy	+64,975	New	+$1.68M	0.41%	37

Other funds holding DEED

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Cambridge Advisors's DEED Position: Q3 2023 in Review

Cambridge Advisors sold out of First Trust Securitized Plus ETF (DEED) in Q3 2023, closing a stake of 57,594 shares — an estimated $1.23M sold.

Cambridge Advisors first reported a position in DEED in Q2 2021 and held it in 9 quarters. The position peaked at $1.86M in Q4 2021. 38 funds tracked by Wall St. Rank hold DEED as of Q3 2023.

Cambridge Advisors reported no remaining First Trust Securitized Plus ETF position as of Q3 2023 after selling out during the quarter.
Cambridge Advisors sold 57,594 First Trust Securitized Plus ETF shares in Q3 2023, an estimated $1.23M.
Cambridge Advisors first reported a position in First Trust Securitized Plus ETF in Q2 2021 and held it in 9 quarters.
Cambridge Advisors's First Trust Securitized Plus ETF position peaked at $1.86M in Q4 2021.
38 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2023.

Based on Cambridge Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.